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CIK: 0001965552
Total reported value
$782.1M
$782.1M
62 檔
23.0%
During the Q4 2025 filing period, Longbow Finance SA (CIK: 0001965552) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $782.1M across 62 reported positions.
In Q4 2025, Longbow Finance SA adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.90% | +0.61% | -48.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.59% | -0.66% | -43.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.59% | -0.43% | -44.16% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.16% | +1.43% | -42.27% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.25% | +0.51% | -31.19% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 4.08% | +0.22% | -40.24% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.64% | -3.33% | -20.66% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | +0.06% | -45.67% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.36% | -1.01% | -38.16% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | — | -18.09% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | +0.26% | -68.09% | |
| 12 | MCK | Mckesson CORP | Stock-Healthcare | 1.96% | -1.46% | +2.97% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.68% | -0.61% | -37.03% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 1.67% | — | -28.70% | |
| 15 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.66% | -1.52% | EXIT | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.55% | -0.61% | -22.09% | |
| 17 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.54% | +0.57% | — | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.41% | -0.49% | -28.12% | |
| 19 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.40% | — | — | |
| 20 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.38% | -0.48% | — | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.37% | -0.33% | -49.80% | |
| 22 | STT | State Street CORP | Stock-Financials | 1.36% | -0.02% | -33.17% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 1.36% | -0.78% | EXIT | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | -0.29% | -44.27% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.35% | +0.06% | -46.61% | |
| 26 | FLEX | Flex Ltd. | Stock-Tech | 1.31% | -0.85% | EXIT | |
| 27 | CEG | Constellation Energy | Stock-Utilities | 1.30% | -0.92% | EXIT | |
| 28 | GE | General Electric | Stock-Industrials | 1.23% | +0.35% | -36.41% | |
| 29 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.18% | -0.86% | EXIT | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | — | -49.38% | |
| 31 | WELL | Welltower Inc | Stock-Real Estate | 1.12% | +0.67% | -39.42% | |
| 32 | WAB | Wabtec CORP | Stock-Industrials | 1.04% | +0.54% | -27.86% | |
| 33 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.04% | +0.39% | — | |
| 34 | AXP | American Express Co | Stock-Financials | 1.04% | +2.05% | NEW | |
| 35 | KLAC | Kla CORP | Stock-Tech | 1.03% | -0.88% | — | |
| 36 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.02% | -0.41% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | — | -26.85% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.98% | -0.17% | -51.44% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -1.29% | EXIT | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 0.95% | +0.35% | -46.66% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.95% | +0.99% | -30.61% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.92% | -0.57% | -52.09% | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.91% | -0.22% | -23.35% | |
| 44 | COR | Cencora Inc | Stock-Healthcare | 0.90% | -0.75% | EXIT | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.89% | -0.14% | -50.10% | |
| 46 | LIT | Global X Lithium & Battery T | ETF-Other | 0.88% | -0.25% | — | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.88% | — | -21.14% | |
| 48 | CRH | CRH plc | Stock-Materials | 0.88% | -0.04% | -44.74% | |
| 49 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.83% | +0.19% | -45.38% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.77% | +0.01% | -26.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | -20.66% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +1.1% | -42.27% | Trim |
| 3 | MCK | Mckesson CORP | +0.9% | +2.97% | Add |
| 4 | AMZN | Amazon.com Inc | +0.8% | -31.19% | Trim |
| 5 | FLEX | Flex Ltd. | +0.8% | +34.17% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -18.09% | Trim |
| 7 | APH | Amphenol Corp-cl A | +0.6% | — | Unchanged |
| 8 | HWM | Howmet Aerospace Inc | +0.6% | — | Unchanged |
| 9 | WFC | Wells Fargo & Co | +0.4% | -28.70% | Trim |
| 10 | LIT | Global X Lithium & Battery T | +0.4% | — | Unchanged |
| 11 | C | Citigroup Inc | +0.4% | -28.12% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.4% | -44.27% | Trim |
| 13 | STT | State Street CORP | +0.3% | -33.17% | Trim |
| 14 | AVGO | Broadcom Inc | +0.3% | -40.24% | Trim |
| 15 | CBOE | Cboe Global Markets Inc | +0.3% | -31.53% | Trim |
| 16 | CEG | Constellation Energy | +0.3% | -31.86% | Trim |
| 17 | PANW | Palo Alto Networks Inc | +0.3% | -22.09% | Trim |
| 18 | BAC | Bank Of America CORP | +0.3% | -26.85% | Trim |
| 19 | WAB | Wabtec CORP | +0.3% | -27.86% | Trim |
| 20 | WMT | Walmart Inc | +0.2% | -37.03% | Trim |
| 21 | PWR | Quanta Services Inc | +0.2% | -23.35% | Trim |
| 22 | PLTR | Palantir Technologies Inc-a | +0.2% | -21.14% | Trim |
| 23 | KO | Coca-cola Co/the | +0.2% | -30.61% | Trim |
| 24 | GEV | GE Vernova Inc | +0.2% | -26.03% | Trim |
| 25 | CSCO | Cisco Systems Inc | +0.2% | -29.69% | Trim |
| 26 | AAPL | Apple Inc | +0.2% | -44.16% | Trim |
| 27 | GE | General Electric | +0.1% | -36.41% | Trim |
| 28 | MCD | Mcdonald's CORP | +0.1% | -32.56% | Trim |
| 29 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -18.09% | Trim |
| 30 | ABBV | Abbvie Inc | +0.1% | -38.16% | Trim |
| 31 | FCX | Freeport-mcmoran Inc | +0.1% | -50.10% | Trim |
| 32 | WELL | Welltower Inc | +0.1% | -39.42% | Trim |
| 33 | SO | Southern Co/the | +0.1% | -30.42% | Trim |
| 34 | CAT | Caterpillar Inc | 0% | -49.80% | Trim |
| 35 | RL | Ralph Lauren CORP | 0% | -45.38% | Trim |
| 36 | GS | Goldman Sachs Group Inc | 0% | -46.61% | Trim |
| 37 | INKT | Mink Therapeutics Inc | 0% | — | Unchanged |
| 38 | PLUG | Plug Power Inc | 0% | — | Unchanged |
| 39 | AMD | Advanced Micro Devices | — | -56.12% | Trim |
| 40 | CRH | CRH plc | 0% | -44.74% | Trim |
| 41 | AXP | American Express Co | -0.1% | -50.35% | Trim |
| 42 | GILD | Gilead Sciences Inc | -0.1% | -52.09% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.1% | -45.67% | Trim |
| 44 | TJX | Tjx Companies Inc | -0.1% | -51.44% | Trim |
| 45 | WMB | Williams Cos Inc | -0.1% | -46.66% | Trim |
| 46 | COR | Cencora Inc | -0.1% | -53.25% | Trim |
| 47 | MA | Mastercard Inc - A | -0.2% | -49.38% | Trim |
| 48 | BSX | Boston Scientific CORP | -0.4% | -61.21% | Trim |
| 49 | AMAT | Applied Materials Inc | -0.4% | -75.43% | Trim |
| 50 | NFLX | Netflix Inc | -0.6% | +269.76% | Add |
According to official SEC Form 13F filings, Longbow Finance SA reported a total U.S. public equity portfolio value of $782.1M across 62 disclosed positions in Q4 2025.
During Q4 2025, Longbow Finance SA's top holdings by market value included NVDA (7.9%)、MSFT (6.6%)、AAPL (6.6%). The largest single position, NVDA, represented 7.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 23.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
CDNS
市值: $9.1M
Top Position Liquidated / Trimmed
AJG
前期市值: $16.1M
In Q4 2025, Longbow Finance SA made 72 total portfolio adjustments, initiating 8 new buys, adding to 3 positions, trimming 46 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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